Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | 02-12-2024 | 12-31-2023 | 3491 | 7,395,586,585 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN S&P 500 BUY-WRITE INC | COM | 1901 | $580,309 | 45,231 | 0.00 | 0.00 | -11,039 | -19.62 | 12-31-2023 |
| PACER FDS TR | GLOBL CASH ETF | 1902 | $579,304 | 16,904 | 0.00 | 0.00 | 1,275 | 8.16 | 12-31-2023 |
| HARTFORD FINL SVCS GROUP INC | COM | 1903 | $578,333 | 7,195 | 0.00 | 0.00 | -446 | -5.84 | 12-31-2023 |
| ARBOR REALTY TRUST INC | COM | 1904 | $577,206 | 38,024 | 0.00 | 0.00 | 2,005 | 5.57 | 12-31-2023 |
